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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tommysdad who wrote (693)	6/22/2001 3:40:21 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Trickle continues to favor QGENF as a Trickle play and is close to doubling down. Wondering if IVGN, which should report first in July, is going to make its numbers. Turner, voting with his pocketbook, says no. $100 million in sales. What are you going do with all that, Mr. Turner? insidertrader.com Trickle is ambivalent about selling IVGN here. The 144s are daunting, but the consumables biz should be steady, and that's very much IVGN's game. Product mix issues, maybe? I can find nothing in the CC notes to hint at trouble; only 4% of their revenue is dependent on instrumentation. They saw no weakness in their markets as of late April. Any of my chemists and biologists not ordering IVGN stuff at the usual pace? Cheers, Tuck

To: tommysdad who wrote (693)	6/26/2001 1:46:55 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Trickle candidate SIAL has been evading my efforts to buy it since this portfolio's inception. Lately it has shown signs of coming into range. But now this: >>SAN DIEGO--(BW HealthWire)--June 25, 2001-- Sigma-Genosys, a member of the Sigma-Aldrich family (Nasdaq:SIAL - news), and Compugen (Nasdaq:CGEN - news) announced today at the Bio 2001 meeting in San Diego an alliance for the design, manufacture and commercialization of OligoLibraries(TM), co-branded genome-wide oligonucleotide collections. This alliance leverages Compugen's proprietary LEADS and DNA Chip Design technologies including the unique understanding of alternative splicing and Sigma-Genosys' leading edge technology for synthesis of long oligonucleotides. OligoLibraries will provide the life sciences research community with access to oligonucleotide collections representing genomes of various organisms for the rapidly growing area of high-throughput analysis of gene function. Initial offerings will include whole or partial sets representing the mouse, rat and human genome. Under the terms of the alliance announced today, Compugen will provide the content and designs of the OligoLibraries and Sigma-Genosys will manufacture the products. The OligoLibraries will be marketed by both parties under a revenue sharing agreement. In addition, Compugen granted Sigma-Genosys a royalty bearing non-exclusive license to incorporate the OligoLibraries into specified products, which may be manufactured by Sigma-Genosys. The OligoLibraries are organized based on the GeneOntology Consortium (www.geneontology.org) classification and terminology system, which utilizes functional classifications to arrange genes and gene families. Customers of the OligoLibraries will be able to access certain gene sequence and other information relating to OligoLibraries through Compugen's LabOnWeb (www.labonweb.com) life science Internet research engine. In designing the OligoLibraries, Compugen utilizes its proprietary LEADS platform which produces a comprehensive data source, including tens of thousands of predicted genes, more than 150,000 annotated predicted splice variants and their derived proteins, SNPs, alignment of ESTs to known mRNAs and annotated genomic information. This data source is then mined with Compugen's proprietary chip design tools to select probes that maximize the chance that all alternatively splice variants of a gene will be measured and accounted for in addition to accounting for other significant biological phenomena. Sigma-Aldrich purchased Genosys in 1998, one element of a strategy to expand Sigma's plan to offer more products to the life science market. With 1999 revenues of roughly $30 million, this subsidiary has been growing at nearly 40% per year over the past several years. Sigma-Genosys is a manufacturer of synthetic oligonucleotides, peptides and gene arrays with manufacturing sites throughout the world. Sigma-Genosys utilizes a proprietary synthesis platform, which achieves superior coupling efficiencies to synthesize the long, high quality oligonucleotides included in the OligoLibraries. This proprietary platform, along with Sigma-Aldrich's global sales, marketing and distribution network, has positioned Sigma-Genosys as the world's leading supplier of oligonucleotides. ``Combining Sigma-Genosys' expertise in making long oligos using the patented Abacus synthesis technology and Compugen's LEADS computational biology capability will provide tremendous benefit and reassurance to customers producing their own microarrays,'' said David Julien, President of the Biotechnology division of Sigma-Aldrich. ``This strategic alliance, which is unique in the industry, enables us to leverage our computational biology platform for the manufacture and commercialization of high-utility and high-value consumable products,'' said Dr. Mor Amitai, President and Chief Executive Officer of Compugen Ltd. ``Sigma-Aldrich, with capabilities that include cutting-edge manufacturing systems, customer support and a global distribution system, is an ideal partner for the development, manufacture and sale of the OligoLibrary offerings.''<< snip Will this enable SIAL to escape my clutches once again? Stay tuned. I haven't been paying much attention to it recently, but that's about to change. SIAL battling QGENF's Operon here? Cheers, Tuck